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Home > Retirement Planners > mississippi > tupelo > ADDICUS ADVISORY, LLC
ADDICUS ADVISORY, LLC
333 W. Franklin Street
Tupelo, Mississippi 38804
Tel: 877-294-8658
About ADDICUS ADVISORY, LLC
ADDICUS ADVISORY, LLC, formally registered with the SEC as ADDICUS ADVISORY, LLC. The firm was established in 09/27/2021. They have over 3 offices throughout the country.
ADDICUS ADVISORY, LLC is a Tupelo, Mississippi based Financial Planning firm with nearly $270,551,694 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282244 |
| SEC# | 801-122401 |
| Assets Managed by Firm | $270,551,694 |
| No. of Clients | 280 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 280 | $270,551,694 |
| Individuals (other than high net worth individuals) | 43 | $15,334,806 |
| High net worth individuals | 44 | $124,102,545 |
| Pension and profit sharing plans | 8 | $11,522,255 |
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